Position in PSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,962,381
+$224,145 QoQ
Shares Held
6,165
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#402
of 1,108 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026ALLEN WEALTH MANAGEMENT, LLC holds $1,962,381 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
6,165 | $1,962,381 |
All Filings in PSA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,381 | 6,165 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,738,236 | 6,417 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,525,860 | 5,880 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,847,484 | 6,396 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,883,462 | 6,419 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,906,178 | 6,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,846,945 | 6,168 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,080,244 | 5,717 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,559,638 | 5,422 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,485,397 | 5,121 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,492,060 | 4,892 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||